PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.86M
3
+$1.98M
4
EXPE icon
Expedia Group
EXPE
+$1.77M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.37M

Top Sells

1
+$9.43M
2
+$9.16M
3
+$7.23M
4
MSFT icon
Microsoft
MSFT
+$6.36M
5
AVGO icon
Broadcom
AVGO
+$5.84M

Sector Composition

1 Technology 31.91%
2 Financials 13.41%
3 Healthcare 12.21%
4 Consumer Discretionary 9.94%
5 Communication Services 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-621
627
– –
-11,902
628
– –
-1,908
629
– –
-1,110
22 23 24 25
26